Artificial Intelligence News

AI Mentions Surge in Q2 2026 Earnings Calls Across Sectors; Apple Valuation in Focus as AI Integration Deepens

AI-related mentions surged across Q2 2026 corporate earnings calls, with Apple Inc (AAPL) facing renewed valuation scrutiny as investors assess the depth of AI integration in its product ecosystem.

Oct 2, 2026

China's Quant Funds Post Strong Returns as DeepSeek-Inspired AI Tools Sharpen Portfolio Strategies

China's quantitative investing sector has produced 18 funds managing more than 10 billion yuan each in 2026, as DeepSeek-inspired AI tools lower the cost of sophisticated alpha generation strategies.

Oct 2, 2026

OpenAI Cancels Release of New AI Model 6.1 Astra Over Autonomous Behaviour Concerns

OpenAI scrapped the planned release of its new AI model designated 6.1 Astra

Sep 30, 2026

Amazon and Oracle Capitalise on AI Cloud Surge as Enterprise Technology Spend Accelerates

Amazon AWS and Oracle OCI both capture growing AI workload share as enterprise cloud adoption scales

Sep 23, 2026

Meta's Muse AI Drives Stock Rally as Investors Price In Agentic Commerce Revolution

Meta's Muse autonomous AI assistant triggers a stock rally as investors bet on agentic commerce upside

Sep 23, 2026

AMD Crosses $1 Trillion Market Cap as AI Chip Demand Propels Semiconductor Rally

AMD's market cap crosses $1 trillion for the first time, driven by AI chip demand and data centre growth

Sep 23, 2026

Calisa Acquisition Corp Advances AI Merger with GoodVision Using $30M Prepaid Forward Structure

Calisa Acquisition Corp advances SPAC merger with GoodVision AI via $30 million prepaid forward agreement

Sep 23, 2026

Meta Shares Surge 20% Since Muse Launch as Analysts Hail Autonomous AI Watershed Moment

Meta shares gained 20% since Muse launch as analysts characterise autonomous AI as a structural revenue upgrade

Sep 23, 2026

Alphabet Stock Climbs as Google Search Recaptures Market Share

Alphabet stock is climbing after fresh evidence that Google Search is recapturing users from AI competitors. AI Overviews integration appears to be working, though DOJ antitrust proceedings continue to loom over the long-term outlook.

Sep 21, 2026

Sam Altman: AI Industry Has Failed to Explain Its Value — and That Creates a Nvidia Wildcard

OpenAI CEO Sam Altman admitted the AI industry has done "a terrible job" explaining economic benefits to skeptical consumers and policymakers.

Sep 20, 2026

AI Stock Defies Sector Pressure With 66% Earnings Surge, Eyes New Entry Point

An AI stock with 66% earnings growth gains technical support as it eyes a new buy entry point amid broader artificial intelligence sector scrutiny.

Sep 19, 2026

CoreWeave (CRWV) Faces Valuation Scrutiny as GPU Costs Rise and Data Center Funding Plans Expand

CoreWeave (CRWV), the GPU cloud infrastructure company, faces intensifying valuation scrutiny as rising GPU procurement costs pressure margins and the company pursues additional funding for accelerating data center expansion.

Sep 18, 2026

McGraw Hill Acquires TeachFX to Expand AI-Driven Educational Analytics Platform

McGraw Hill (MH) announced the acquisition of TeachFX, an AI-powered classroom interaction analytics platform, deepening its position in data-driven educational tools for K-12 and higher education markets.

Sep 18, 2026

AI Software Investment in Asia Tops US$12 Billion in H1 2026, Overtaking Hardware

Software and platform companies have surged to become the top AI investment category in Asia, with H1 2026 seeing over US$12 billion flow into enterprise AI applications and SaaS platforms, led by Southeast Asia and Japan.

Sep 17, 2026

China A-Shares Surge at Midday Led by STAR50's 4%+ Rally in AI and Tech

Sep 17, 2026

Big Tech Races Ahead on AI Spending Even as OpenAI and Anthropic Sound Safety Alarm

Sep 17, 2026

ASX Faces Flat Open as AI Stocks Slide Worldwide on Industry Safety Warnings

AI stocks are declining globally after industry leaders warned a development slowdown is needed for safety.

Sep 15, 2026

Applied Digital vs. IREN: Which AI Infrastructure Stock Has the Edge in 2026?

Sep 6, 2026

Salesforce, CrowdStrike, and Nvidia Beat Estimates as AI Spending Lifts All Boats

Salesforce, CrowdStrike, and Nvidia all exceeded investor expectations in the latest earnings cycle

Aug 30, 2026

Nvidia Reports $96.2 Billion in Quarterly Revenue Up 106% Year-Over-Year, Easing AI Slowdown Fears

Nvidia reported $96.2 billion in quarterly revenue, up 106% year-over-year, closing at $227.98 after blowout results and forward guidance that eased AI infrastructure spending concerns.

Aug 28, 2026

Salesforce Surges 23% After Record Q2 Earnings and Anthropic AI Partnership Announcement

Salesforce jumped 22.6% Thursday after record Q2 results, raised fiscal 2027 guidance, and announced a strategic AI partnership with Anthropic to enhance its CRM platform.

Aug 28, 2026

Nvidia Adds $442 Billion in Second-Biggest Single-Day Market Cap Gain in History

Nvidia's market capitalization surged $442 billion on Thursday, marking the second-largest single-day gain for any company in history after blowout quarterly results.

Aug 28, 2026

Okta Surges 20%, CrowdStrike Rises 15% as AI-Driven Cyber Threats Fuel Spending Surge

Okta skyrocketed 20% and CrowdStrike surged 15% after AI-driven cybersecurity demand fueled earnings beats at both companies, signaling accelerating enterprise security budget growth.

Aug 28, 2026

SoftBank in Talks to Acquire Majority Stake in 1X Technologies at $6 Billion Valuation

SoftBank Group is negotiating a majority stake acquisition of humanoid robotics startup 1X Technologies at a $6 billion valuation, marking one of the largest bets on physical AI.

Aug 28, 2026

Anthropic's Fable 5 Faces Slow Enterprise Uptake as Cheaper AI Tools Gain Corporate Ground

Anthropic's flagship Fable 5 AI model has met sluggish demand from corporate clients, per the Financial Times

Aug 24, 2026

Meta Platforms: Three Strategic Pathways for Monetizing Its AI Investment at Scale

Meta's AI monetization spans advertising optimization (already delivering measurable ROAS improvements), direct consumer AI products (Meta AI with premium subscription potential), and enterprise Llama API access. The company's 3 billion-user distribution network provides unmatche

Aug 23, 2026

ZoomInfo Raises Guidance Despite $651M Goodwill Impairment as AI Disrupts B2B Data Market

ZoomInfo raised its full-year guidance despite a 12% decline in downmarket ACV and a $651 million goodwill impairment charge

Aug 7, 2026

SpaceX Shares Plunge 14% as AI Infrastructure Spending Plans Alarm Secondary Market Investors

SpaceX shares plunged 14% on secondary markets as investors raised concerns over aggressive AI infrastructure spending plans

Aug 7, 2026

China's Humanoid Robot Cleaning Service Uses $30/hr Commerce to Build AI Training Data Flywheel

A Chinese humanoid robot service offers remote-controlled cleaning at $30 per hour, with operators controlling robots via screens

Aug 7, 2026

Asia Hedge Funds Suffer Largest Monthly Drawdowns as AI Spending Fears Hit Semiconductor Positions

Asia multi-strategy hedge funds saw their biggest monthly drawdowns amid a brutal sell-off in semiconductor stocks

Aug 7, 2026